Transform Your Business with the

Perfex CRM Mobile App

Optimize your customer relationships and business operations anywhere, anytime. Welcome to seamless CRM experience, right at your fingertips.

Welcome to the Perfex CRM Mobile App

More Customers, More Revenue & Efficient Business

Welcome to the Perfex CRM Mobile App

Amplify Your Business Efficiency
with the Perfex CRM Mobile App

Experience a multitude of features designed to take your customer relationship management to new heights. From managing clients to tracking projects, we’ve got it all covered.

Superior Customer Management

Keep track of every customer interaction and deliver personalized service. Improve customer satisfaction and build long-lasting relationships.

Simplified Invoice Management

Create, send, and track invoices directly from your mobile device. Never miss a payment or lose track of your finances.

Efficient Projects Management

Plan, track, and deliver projects efficiently. Stay updated on the progress of your projects, even when on the go.

Effective Leads Management

Capture, track, and convert leads into opportunities. Make sure no lead falls through the cracks.

Easy Estimates Management

Create and send accurate estimates in no time. Make the first step towards winning business deals a breeze.

Real-Time Notifications

Stay on top of all your CRM tasks with real-time notifications. Be the first to know when something important happens.

Proactive Tasks Management

Assign, track, and manage tasks effortlessly. Keep your team productive and projects on track.

Effective Staff Management

Manage your team efficiently. Monitor performance, delegate tasks, and keep your team aligned, all from your mobile device.

Visually Appealing Dashboard

Access key data and insights with our easy-to-use, visually appealing dashboard. Navigate your CRM with ease.

How it works

Experience the Power of Perfex CRM
Mobile app in Just a Few Simple Steps

Get started on transforming your business operations. Here’s a quick guide on how our mobile app works.

01

Download the App for a Test Drive

Our mobile app is available on app stores for demo purposes. Simply download the app and explore all the powerful features it has to offer. See how it can enhance your CRM experience first-hand.

02

Love It? Let’s Personalize and Publish It For Your Business or Connect the Already Installed App with Your CRM and Get Sarted Quickly at low cost of $499. 

If you love the app (and we’re confident you will!), reach out to us with your purchase query. We have two pricing options “Basic Connect” at $499 and “Custom Branding” at $1499. To understand our pricing structure and decide on the ideal choice for you, please see the pricing section below

03

Enjoy Your Own Custom Perfex CRM Mobile App

Once we’ve done all the setup, all you need to do is download your personalized app and log in to your account. Enjoy the seamless CRM experience brought to you by Perfex CRM Mobile App, specifically configured for your business.
Pricing

Choose Your Plan

Select the plan that best fits your business needs:
Whether you’re just starting or looking to elevate your brand, our pricing plans are designed to meet your needs without compromise.
Basic Connect
$499
  • .You can connect our already published app and connect it to your CRM and start using it (Reach out to us to allow your Base URL to connect with our app)
  • Ideal for businesses looking to extend their CRM capabilities to mobile without the need for customization. Perfect for those using standard Perfex CRM setups.
  • A cost-effective way to mobilize your CRM at just $499. Perfect for businesses using Perfex CRM in its standard form, seeking efficiency without the need for customization.

The default app works perfectly with a standard Perfex CRM installation. However, if you’ve customized your Perfex CRM or added third-party modules that change the default behavior of the CRM, the app may not support these changes.

Custom Branding
$1499
  • A branded app with your desired logo and name will be published on the store (This will allow for future customisations in the app, if you need any). 
  • For businesses seeking a fully branded experience, including app customization to align perfectly with your business identity and workflows.
  • At $1499, transform the app into your own branded tool, with full customization to cater to your unique business requirements.

Tell us what you need, and we’ll provide an estimate based on our hourly rate of $25. Any customization will be charged on top of the base price.

FREQUENTLY ASKED QUESTIONS

Affordable Pricing for Your Perfex
CRM Mobile App

Get started on transforming your business operations. Here’s a quick guide on how our mobile app works.

Can I use the Perfex CRM Mobile App with my existing Perfex CRM account?

Yes, the Perfex CRM Mobile App is designed to integrate seamlessly with your existing Perfex CRM account. Just ensure you are using Perfex CRM version 2.4 or above.

How much does the Perfex CRM Mobile App cost?
The base price for the app is $1500. This includes the standard app with all the default features and its publication on both iOS and Android platforms.
What if I have customized my Perfex CRM or added third-party modules?
The default app works best with a standard Perfex CRM installation. If you have added customizations or third-party modules that change the default behavior of the CRM, the app might need additional customization to support these changes. We provide customization services at an additional cost.
Can I get the app customized to fit my business needs?
Absolutely! We offer customization services to ensure your mobile app perfectly fits your business requirements. Any customization will be charged on top of the base price, with rates starting at $25 per hour.
Can the app be published under my business name?
Yes, the app will be published on both the App Store and Google Play under a name of your choice.
How can I get started with the Perfex CRM Mobile App?
To get started, download the demo app from the App Store or Google Play. If you love the app, reach out to us to purchase and personalize it for your business.
Will the app be updated for future Perfex CRM versions?
Yes, we’re committed to regularly updating the default version of the app to ensure compatibility with the latest Perfex CRM versions. However, please note that if you have a customized version of the app, it will not receive these updates automatically. Any updates or changes will need to be separately applied to customized versions, potentially involving additional customization costs.
How can I get a quote for customization?
Contact us to discuss your customization needs, and we’ll provide a personalized quote based on our hourly rate.
Under which accounts will the app be published on the vApp Store and Google Play?
The Perfex CRM Mobile App will be published under our official accounts on both the App Store and Google Play. This ensures that the app meets all platform guidelines and delivers a seamless, hassle-free experience for you and your customers.
Will I receive the source code for the app?
No, the source code for the Perfex CRM Mobile App is proprietary and will not be provided. Our team will handle all updates, customizations, and publication processes to ensure quality and consistency. This way, you can focus on using the app to enhance your business operations, without having to worry about technicalities.
Do I need to install and activate any modules in my Perfex CRM to use the mobile app?

Yes, for the Perfex CRM Mobile App to function seamlessly, you need to install and activate the dedicated API module in your Perfex CRM. This module enables secure communication between the app and your CRM system. It is essential to keep the API module active at all times to ensure smooth and uninterrupted functionality of the mobile app.

Is the API module proprietary and can it be sold or used elsewhere?
Yes, the API module is proprietary and exclusively designed for the Perfex CRM Mobile App. It cannot be sold, distributed, or used independently outside of the app’s context. Its purpose is to enable the integration between the mobile app and your Perfex CRM system, ensuring a tailored and efficient CRM experience.

Please let me know if there’s anything else you’d like to include or any other modifications you’d like to make.